Empirical Asset Management’s Oracle ORCL Stock Holding History

Empirical Asset Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.74M	Buy	11,836 +4,806	+68%	+$781K	0.46%	45
2025 Q4	$1.02M	Buy	7,030 +24	+0.3%	+$5.71K	0.29%	93
2025 Q3	$1.47M	Buy	7,006 +813	+13%	+$207K	0.41%	51
2025 Q2	$1.35M	Buy	6,193 +1,309	+27%	+$211K	0.42%	57
2025 Q1	$683K	Sell	4,884 -10,529	-68%	-$1.71M	0.23%	127
2024 Q4	$748K	Buy	15,413 +3,761	+32%	+$668K	0.25%	113
2024 Q3	$714K	Sell	11,652 -3,698	-24%	-$536K	0.25%	118
2024 Q2	$1.11M	Buy	15,350 +11,588	+308%	+$1.44M	0.42%	52
2024 Q1	$473K	Buy	+3,762	New	+$431K	0.23%	116

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empirical Asset Management's ORCL Position: Q1 2026 in Review

Empirical Asset Management increased its Oracle (ORCL) stake by 68% in Q1 2026, buying an estimated $781K and bringing the position to 11,836 shares worth $1.74M. The position accounts for 0.46% of the portfolio, ranked #45.

Empirical Asset Management first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Empirical Asset Management held 11,836 shares of Oracle worth $1.74M as of Q1 2026.
Empirical Asset Management bought 4,806 Oracle shares in Q1 2026, an estimated $781K.
Oracle made up 0.46% of Empirical Asset Management's portfolio in Q1 2026, its #45 holding.
Empirical Asset Management first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.